Little House Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Little House Capital’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,510	Closed	-$370K	–	126
2023 Q3	$370K	Buy	+4,510	New	+$387K	0.15%	100
2021 Q3	–	Sell	-3,380	Closed	-$250K	–	151
2021 Q2	$250K	Sell	3,380 -153,416	-98%	-$10.7M	0.14%	131
2021 Q1	$10.4M	Buy	156,796 +153,416	+4,539%	+$10.1M	3.68%	3
2020 Q4	$219K	Sell	3,380 -896	-21%	-$54.6K	0.16%	105
2020 Q3	$249K	Sell	4,276 -238	-5%	-$13.4K	0.21%	84
2020 Q2	$235K	Buy	+4,514	New	+$212K	0.22%	82
2019 Q2	–	Sell	-850	Closed	-$31K	–	279
2019 Q1	$31K	Buy	+850	New	+$29.1K	0.02%	185

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Little House Capital's XLK Position: Q4 2023 in Review

Little House Capital sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 4,510 shares — an estimated $370K sold.

Little House Capital first reported a position in XLK in Q1 2019 and held it in 7 quarters. The position peaked at $10.4M in Q1 2021. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

Little House Capital reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Little House Capital sold 4,510 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $370K.
Little House Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and held it in 7 quarters.
Little House Capital's State Street Technology Select Sector SPDR ETF position peaked at $10.4M in Q1 2021.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Little House Capital's 13F filing for Q4 2023, filed 5 Feb 2024.